401(k) · DOL Form 5500 · 2022

Monroe, Sweeris & Tromp, PLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
13
Participants Small participant base
43rd
Percentile by assets National rank
$270,600
Avg per participant High balance/head
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Official DOL plan name: Monroe, Sweeris & Tromp PLC Savings and Retirement · Sponsored by Monroe, Sweeris & Tromp, PLC · Michigan · Professional & Technical Services

$4M in assets, 13 participants

Monroe, Sweeris & Tromp, PLC's Monroe, Sweeris & Tromp PLC Savings and Retirement reported $4M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #8,805 in Professional & Technical Services (21,562 peers)

Monroe, Sweeris & Tromp, PLC multi-year trail

Monroe, Sweeris & Tromp, PLC's plans moved -21.3% in assets from 2022 to 2024; this filing shows Monroe, Sweeris & Tromp PLC Savings and Retirement at $4M / 13 participants.

#8,805
in Professional & Technical Services (21,562 peers)
-27.6%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Monroe, Sweeris & Tromp PLC Savings and Retirement's mid-pack asset rank among Professional & Technical Services and all filers

Monroe, Sweeris & Tromp PLC Savings and Retirement vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,517,797 43rd percentile higher than 43% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Monroe, Sweeris & Tromp PLC Savings and Retirement among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Monroe, Sweeris & Tromp PLC Savings and Retirement is a small filing (13 participants) on this national headcount ladder.

DOL schedule card

Filing strip 382621598 · Monroe, Sweeris & Tromp, PLC PY 2022 · 401(k)

Monroe, Sweeris & Tromp PLC Savings and Retirement · $4M · 13 · 43rd

  • SCH $4M
  • SCH 13
  • SCH 43rd
  • SCH 401(k)
  • SCH near Girard Wood Products, Inc. 401(k) Savings Plan
  • SCH ind #8805

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Michigan →

Monroe, Sweeris & Tromp PLC Savings and Retirement in the asset neighbourhood

Monroe, Sweeris & Tromp PLC Savings and RetirementMonroe, Sweeris & Tromp PLC …$4MGirard Wood Products, Inc. 401(k) Savings PlanGirard Wood Products, Inc. 4…$4MFashion Glass & Mirror, Ltd. 401(k) Retirement Savings PlanFashion Glass & Mirror, Ltd.…$4MInterconnect Solutions Company 401(k) Profit Sharing PlanInterconnect Solutions Compa…$4MLtl Insurance Services, Inc. Profit Sharing PlanLtl Insurance Services, Inc.…$4M
End-of-year total assets ($M) among Monroe, Sweeris & Tromp PLC Savings and Retirement and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Monroe, Sweeris & Tromp, PLC multi-year asset trail

Sponsor-wide plan assets over time

All Monroe, Sweeris & Tromp, PLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 21.30813688225898% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $3.52M $2.77M ▼ -21.3%
Year Plans Participants Total Assets
2022 1 13 $4M
2023 1 13 $4M
2024 1 11 $3M

Monroe, Sweeris & Tromp, PLC filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$1M
Employer EIN382621598
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Monroe, Sweeris & Tromp PLC Savings and Retirement vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Monroe, Sweeris & Tromp PLC Savings and Retirement, Total assets ($B): 0.003517797 · Participants: 13Monroe, Sweeris & Tromp PLC Savings and RetirementGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Monroe, Sweeris & Tromp PLC Savings and Retirement vs. nearby 401(k) plans in Michigan, assets vs. participants

Monroe, Sweeris & Tromp PLC Savings and Retirement's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Girard Wood Products, Inc. 401(k) Savings Plan in WA ($4M); by covered participants it is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Monroe, Sweeris & Tromp PLC Savings and Retirement assets move in 2022?
Monroe, Sweeris & Tromp PLC Savings and Retirement declined sharply - down 27.6% during 2022, from $5M to $4M. Reported net income was -$1M.
How have Monroe, Sweeris & Tromp, PLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Monroe, Sweeris & Tromp, PLC's sponsor-wide assets declined 21.3%, from $4M to $3M.
Which 401(k) plans are similar in size to Monroe, Sweeris & Tromp PLC Savings and Retirement?
Among 401(k) plans in other states, the closest by assets is Girard Wood Products, Inc. 401(k) Savings Plan in WA ($4M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Monroe, Sweeris & Tromp PLC Savings and Retirement?
Among 401(k) plans in other states, the closest by covered participants is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 participants, N/A in assets).